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Darwin Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Darwin Wealth Management’s Portfolio IIPR Stock Details IIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$276 – 628
2025
Q2 		$276 Hold
5
– – ﹤0.01% 572
2025
Q1 		$333 Hold
5
– – ﹤0.01% 602
2024
Q4 		$333 Hold
5
– – ﹤0.01% 602
2024
Q3 		$673 Buy
+5
New +$608 ﹤0.01% 583
2020
Q2 		– Sell
-41
Closed -$3K – 431
2020
Q1 		$3K Buy
+41
New +$3.46K ﹤0.01% 660

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Darwin Wealth Management's IIPR Position: Q3 2025 in Review

Darwin Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 5 shares — an estimated $276 sold.

Darwin Wealth Management first reported a position in IIPR in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q1 2020. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Darwin Wealth Management reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 5 Innovative Industrial Properties shares in Q3 2025, an estimated $276.
  • Darwin Wealth Management first reported a position in Innovative Industrial Properties in Q1 2020 and held it in 5 quarters.
  • Darwin Wealth Management's Innovative Industrial Properties position peaked at $3K in Q1 2020.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Darwin Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.